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ISIN
US32008F8462
CUSIP
32008F846
Inception Date
Mar 2, 1998
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

FEAMX Performance Chart

First Eagle Fund of America (FEAMX) is up 6.7% since the beginning of the year. FEAMX is currently trading at $16 per share. Investors who bought $1,000 worth of FEAMX shares 5 years ago would now be looking at an investment worth $1,679.


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S&P 500 Index

Returns By Period

First Eagle Fund of America (FEAMX) has returned 6.71% so far this year and 25.00% over the past 12 months. Over the last ten years, FEAMX has returned 9.03% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


First Eagle Fund of America

1D
0.00%
1M
-1.87%
YTD
6.71%
6M
6.98%
1Y
25.00%
3Y*
18.91%
5Y*
10.92%
10Y*
9.03%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FEAMX Monthly Returns History

Based on dividend-adjusted daily data since Mar 2, 1998, FEAMX's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jan 2019 with a return of +12.6%, while the worst month was Mar 2020 at -20.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FEAMX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -11.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.00%2.03%-7.71%6.78%2.92%-2.71%6.71%
20254.51%0.13%-2.27%-2.77%2.99%5.75%1.45%3.95%3.82%0.90%1.37%1.38%22.95%
20241.56%1.10%3.79%-4.27%4.75%2.56%3.28%3.44%2.87%-2.12%2.42%0.44%21.26%
20235.99%-2.53%3.38%3.26%-1.43%6.42%4.53%-2.50%-4.56%-3.54%7.34%4.11%21.30%
2022-5.69%-6.68%2.62%-7.24%0.36%-7.26%7.47%-3.91%-10.21%6.13%8.23%-3.54%-19.90%
2021-2.90%2.62%4.74%5.83%1.12%1.38%2.77%1.42%-5.01%5.43%-2.20%3.05%19.13%

Benchmark Metrics

First Eagle Fund of America has an annualized alpha of 1.81%, beta of 0.78, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since March 02, 1998.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (87.89%) than losses (86.91%) - typical of diversified or defensive assets.

Alpha
1.81%
Beta
0.78
0.81
Upside Capture
87.89%
Downside Capture
86.91%

Expense Ratio

FEAMX has a high expense ratio of 1.65%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FEAMX ranks 52 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


FEAMX Risk / Return Rank: 5252
Overall Rank
FEAMX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
FEAMX Sortino Ratio Rank: 5252
Sortino Ratio Rank
FEAMX Omega Ratio Rank: 5555
Omega Ratio Rank
FEAMX Calmar Ratio Rank: 4343
Calmar Ratio Rank
FEAMX Martin Ratio Rank: 4949
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for First Eagle Fund of America (FEAMX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FEAMXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.37

1.37

+0.01

Calmar ratioReturn relative to maximum drawdown

2.40

2.78

-0.38

Martin ratioReturn relative to average drawdown

9.57

12.44

-2.87

Dividends

Dividend History

First Eagle Fund of America provided a 16.21% dividend yield over the last twelve months, with an annual payout of $2.56 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%10.00%20.00%30.00%40.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.56$2.56$2.13$1.83$0.56$3.54$4.44$0.23$5.61$3.58$2.07$1.00

Dividend yield

16.21%17.24%15.02%13.60%4.42%21.44%26.22%1.16%35.09%12.74%7.87%3.43%

Monthly Dividends

The table displays the monthly dividend distributions for First Eagle Fund of America. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.05$0.00$0.00$0.00$0.05
2025$0.00$0.00$0.05$0.00$0.00$0.09$0.00$0.00$0.04$0.00$0.00$2.37$2.56
2024$0.00$0.00$0.07$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$1.97$2.13
2023$0.00$0.00$0.03$0.00$0.00$0.06$0.00$0.00$0.04$0.00$0.00$1.70$1.83
2022$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.52$0.56
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.54$3.54

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the First Eagle Fund of America. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Eagle Fund of America was 45.04%, occurring on Nov 20, 2008. Recovery took 552 trading sessions.

The current First Eagle Fund of America drawdown is 4.31%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-45.04%Nov 2008
5mo 17d2y 2mo
2y 8moJun 2008 - Feb 2011
COVID crash2020
-40.30%Mar 2020
2y 1mo10mo 25d
3y 14dJan 2018 - Feb 2021
Bear market2022
-28.89%Oct 2022
11mo 7d1y 5mo
2y 4moNov 2021 - Mar 2024
1998 bear market1998
-25.32%Oct 1998
2mo 20d7mo 5d
9mo 25dJul 1998 - May 1999
2011 bear market2011
-22.61%Oct 2011
4mo 25d6mo 2d
10mo 27dMay 2011 - Apr 2012

Drawdown Indicators


FEAMXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-45.04%

-56.78%

+11.74%

Max Drawdown (1Y)

Largest decline over 1 year

-10.07%

-9.10%

-0.97%

Max Drawdown (3Y)

Largest decline over 3 years

-12.58%

-18.90%

+6.32%

Max Drawdown (5Y)

Largest decline over 5 years

-28.89%

-25.43%

-3.46%

Max Drawdown (10Y)

Largest decline over 10 years

-40.30%

-33.92%

-6.38%

Current Drawdown

Current decline from peak

-4.31%

-1.80%

-2.51%

Average Drawdown

Average peak-to-trough decline

-7.92%

-10.71%

+2.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.52%

2.03%

+0.49%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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